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Pathward Financial
CASH

Overview Fund Activity

161 hedge funds and large institutions have $776M invested in Pathward Financial in 2018 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 69 increasing their positions, 45 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
161
Holders Change
–
Holders Change %
0%
% of All Funds
3.69%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
21
Increased
69
Reduced
45
Closed
20
Calls
$604K
Puts
$2.43M
Net Calls
-$1.83M
Net Calls Change
-$2.06M

Top Buyers

1
PFMOSF
Philadelphia Financial Management of San Francisco
California
$14.8M
2
TCM
TimesSquare Capital Management
New York
$47.8M
3
BlackRock
BlackRock
New York
$128M
4
Millennium Management
Millennium Management
New York
$5.08M
5
OCM
Osterweis Capital Management
California
$4.79M

Top Sellers

1
RP
Rice Partnership
Hawaii
$0
2
WG
Winton Group
United Kingdom
$690K
3
Nordea Investment Management
Nordea Investment Management
Sweden
$0
4
Baird Financial Group
Baird Financial Group
Wisconsin
$8.56M
5
JIR
James Investment Research
Ohio
$461K
Name Holding Trade Value Shares
Change 		Shares
Change %
PG
151
Patten Group
Tennessee
$8K +$8K +252 New
PC
152
Polar Capital
United Kingdom
$3.66K -$1.78K -54,669 -33%
YWP
153
YorkBridge Wealth Partners
New York
$3K – – –
MOACM
154
Mutual of America Capital Management
New York
$3K +$3K +99 New
MPWT
155
MassMutual Private Wealth & Trust
Connecticut
$1.17K +$1.17K +36 New
FHA
156
First Horizon Advisors
Tennessee
$1K -$2.31K -111 -70%
Envestnet Asset Management
157
Envestnet Asset Management
Illinois
$1K -$2K -66 -67%
PFBT
158
Parkside Financial Bank & Trust
Missouri
$1K – – –
LWA
159
Lenox Wealth Advisors
New York
$1K – – –
WWM
160
Wagner Wealth Management
South Carolina
$1K – – –
LNWWM
161
Laird Norton Wetherby Wealth Management
California
– -$75K -224,118 Closed
Nordea Investment Management
162
Nordea Investment Management
Sweden
– -$3.13M -86,055 Closed
3C
163
361 Capital
Colorado
– -$1.45M -39,786 Closed
EGI
164
EAM Global Investors
California
– -$1.16M -31,719 Closed
ARTA
165
A.R.T. Advisors
New York
– -$819K -22,500 Closed
LSV Asset Management
166
LSV Asset Management
Illinois
– -$797K -21,900 Closed
HAI
167
Hennessy Advisors Inc
California
– -$764K -21,000 Closed
BCM
168
Buckhead Capital Management
Georgia
– -$518K -14,220 Closed
SAM
169
Symphony Asset Management
California
– -$516K -14,160 Closed
Allianz Asset Management
170
Allianz Asset Management
Germany
– -$364K -9,996 Closed
MC
171
Miles Capital
Iowa
– -$323K -8,865 Closed
II
172
Ibex Investors
Colorado
– -$299K -8,220 Closed
QSS
173
Quantitative Systematic Strategies
Florida
– -$288K -7,905 Closed
AT
174
Arden Trust
Delaware
– -$232K -6,378 Closed
Teacher Retirement System of Texas
175
Teacher Retirement System of Texas
Texas
– -$222K -6,096 Closed
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